Brandywine Oak Private Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
2,693
-14
| -0.5% | -$1.97K | 0.04% | 173 |
|
|
2025
Q1 | $316K | Hold |
2,707
| – | – | 0.03% | 181 |
|
|
2024
Q4 | $340K | Buy |
2,707
+81
| +3% | +$10.2K | 0.03% | 178 |
|
|
2024
Q3 | $274K | Sell |
2,626
-2
| -0.1% | -$208 | 0.03% | 203 |
|
|
2024
Q2 | $255K | Hold |
2,628
| – | – | 0.03% | 204 |
|
|
2024
Q1 | $247K | Hold |
2,628
| – | – | 0.03% | 210 |
|
|
2023
Q4 | $245K | Hold |
2,628
| – | – | 0.03% | 204 |
|
|
2023
Q3 | $215K | Hold |
2,628
| – | – | 0.03% | 219 |
|
|
2023
Q2 | $224K | Buy |
2,628
+117
| +5% | +$9.99K | 0.03% | 227 |
|
|
2023
Q1 | $220K | Hold |
2,511
| – | – | 0.03% | 231 |
|
|
2022
Q4 | $213K | Buy |
+2,511
| New | +$213K | 0.03% | 235 |
|
|
2022
Q2 | – | Sell |
-2,511
| Closed | -$219K | – | 333 |
|
|
2022
Q1 | $219K | Hold |
2,511
| – | – | 0.03% | 322 |
|
|
2021
Q4 | $246K | Hold |
2,511
| – | – | 0.03% | 311 |
|
|
2021
Q3 | $244K | Buy |
2,511
+4
| +0.2% | +$389 | 0.03% | 293 |
|
|
2021
Q2 | $229K | Buy |
+2,507
| New | +$229K | 0.03% | 311 |
|
|
2019
Q1 | – | Sell |
-2,490
| Closed | -$98K | – | 474 |
|
|
2018
Q4 | $98K | Buy |
+2,490
| New | +$98K | 0.02% | 277 |
|